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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,524 | $152,542-68.8% | $117,498-59.6% | $134,509-64.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.40% | 53.02%-70.4pp | 29.75%-47.2pp | 418.13%-435.5pp |
| Employer contribution / active EE | $7,990 | $5,574+43.4% | $4,178+91.3% | $4,741+68.6% |
| Participant deferral / active EE | $3,523 | $4,819-26.9% | $4,071-13.5% | $6,400-45.0% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |